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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Dean Stuart is a financial advisor with over 20 years of experience in the financial services industry. Eric has been registered with the state of Utah since 2000, and has worked for several firms including New England Securities, American Express Financial Advisors Inc, and DFPG Investments, LLC. Currently, Eric works for Portside Wealth Group, LLC, a firm based in Provo, Utah. Eric specializes in providing financial planning, investment management, and other financial services to individuals, families, businesses, and retirement plans. Eric has a Series 7, Series 66, and Series 65 license as well as several designations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
04/17/2023 - Present
Portside Wealth Group, LLC (PROVO UT)
UT
06/20/2019 - 10/28/2022
DFPG INVESTMENTS, LLC (South Jordan UT)
UT
07/27/2016 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (SOUTH JORDAN UT)
UT
10/11/2012 - 06/15/2016
P.J. ROBB VARIABLE CORPORATION (SALT LAKE CITY UT)
UT
08/15/2000 - 12/13/2010
NEW ENGLAND SECURITIES (SANDY UT)
MN
05/31/2000 - 07/25/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/31/2000 - 07/25/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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